Hhm Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 71,995 shares of TFI stock, worth $3.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

71,995

Previous 60,649 18.71%

Holding current value

$3.3 Million

Previous $2.84 Million 15.63%

% of portfolio

0.45%

Previous 0.41%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$45.38 - $46.88 $514,881 - $531,900	11,346 Added 18.71%	71,995 $3.28 Million
Q3 2024 Nov 12, 2024	SELL	$45.6 - $46.83 $28,500 - $29,268	-625 Reduced 1.02%	60,649 $2.84 Million
Q2 2024 Aug 07, 2024	SELL	$45.15 - $46.21 $254,194 - $260,162	-5,630 Reduced 8.42%	61,274 $2.8 Million
Q1 2024 May 14, 2024	BUY	$46.43 - $47.07 $50,283 - $50,976	1,083 Added 1.65%	66,904 $3.11 Million
Q4 2023 Feb 05, 2024	BUY	$43.05 - $47.12 $213,355 - $233,526	4,956 Added 8.14%	65,821 $3.09 Million
Q3 2023 Nov 03, 2023	SELL	$43.67 - $46.49 $152,277 - $162,110	-3,487 Reduced 5.42%	60,865 $2.66 Million
Q2 2023 Aug 11, 2023	SELL	$45.36 - $47.24 $316,658 - $329,782	-6,981 Reduced 9.79%	64,352 $2.97 Million
Q1 2023 May 02, 2023	SELL	$45.4 - $47.21 $150,682 - $156,689	-3,319 Reduced 4.45%	71,333 $3.34 Million
Q4 2022 Jan 19, 2023	BUY	$43.48 - $46.24 $975,082 - $1.04 Million	22,426 Added 42.94%	74,652 $0
Q3 2022 Nov 04, 2022	SELL	$43.92 - $47.21 $547,023 - $588,000	-12,455 Reduced 19.26%	52,226 $2.3 Million
Q2 2022 Aug 08, 2022	BUY	$45.07 - $47.95 $426,091 - $453,319	9,454 Added 17.12%	64,681 $2.97 Million
Q1 2022 Apr 27, 2022	SELL	$47.75 - $51.66 $138,188 - $149,504	-2,894 Reduced 4.98%	55,227 $2.64 Million
Q4 2021 Feb 03, 2022	BUY	$51.25 - $51.8 $33,363 - $33,721	651 Added 1.13%	58,121 $3.01 Million
Q3 2021 Nov 02, 2021	BUY	$51.57 - $52.51 $125,160 - $127,441	2,427 Added 4.41%	57,470 $2.96 Million
Q2 2021 Jul 27, 2021	BUY	$51.61 - $52.39 $56,100 - $56,947	1,087 Added 2.01%	55,043 $2.87 Million
Q1 2021 Apr 23, 2021	BUY	$51.39 - $52.66 $317,281 - $325,122	6,174 Added 12.92%	53,956 $2.79 Million
Q4 2020 Jan 28, 2021	BUY	$51.59 - $52.53 $458,119 - $466,466	8,880 Added 22.83%	47,782 $2.51 Million
Q3 2020 Nov 12, 2020	BUY	$51.6 - $52.7 $616,207 - $629,343	11,942 Added 44.3%	38,902 $2.02 Million
Q2 2020 Aug 13, 2020	BUY	$48.59 - $51.81 $246,351 - $262,676	5,070 Added 23.16%	26,960 $1.39 Million
Q1 2020 May 12, 2020	BUY	$44.31 - $52.43 $197,622 - $233,837	4,460 Added 25.59%	21,890 $1.1 Million
Q4 2019 Feb 12, 2020	BUY	$50.2 - $51.05 $475,394 - $483,443	9,470 Added 118.97%	17,430 $856,000
Q3 2019 Nov 13, 2019	SELL	$50.31 - $50.99 $77,728 - $78,779	-1,545 Reduced 16.25%	7,960 $403,000
Q2 2019 Aug 13, 2019	BUY	N/A	2,790 Added 41.55%	9,505 $477,000
Q1 2019 May 14, 2019	BUY	N/A	930 Added 16.08%	6,715 $331,000
Q4 2018 Feb 13, 2019	BUY	N/A	5,785 New	5,785 $278,000

Others Institutions Holding TFI

# of Institutions

343

Shares Held

72.2M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

Hhm Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History